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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,945 | $184,014-48.9% | $161,149-41.7% | $138,895-32.4% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.8%-28.8pp | 79.9%-29.9pp |
| Annual return | 14.57% | 21.52%-6.9pp | 21.16%-6.6pp | 145.39%-130.8pp |
| Employer contribution / active EE | $689 | $5,055-86.4% | $4,360-84.2% | $4,194-83.6% |
| Participant deferral / active EE | $4,314 | $6,909-37.6% | $6,153-29.9% | $6,396-32.5% |
| Admin fee / account holder | $5,242 | $18,027-70.9% | $15,194-65.5% | $12,562-58.3% |